Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
3,970
shares
|
$2 Million
0.77% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
3,965
shares
|
$2 Million
0.6% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
3,965
shares
|
$2 Million
2.56% of portfolio
|
Q1 2025
Reduced 26.52%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
3,965
shares
|
$2 Million
1.18% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,960
shares
|
$1.99 Million
0.95% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
3,958
shares
|
$1.99 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,948
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,933
shares
|
$1.98 Million
0.83% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,931
shares
|
$1.98 Million
1.26% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,931
shares
|
$1.98 Million
1.11% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
3,929
shares
|
$1.98 Million
1.13% of portfolio
|
Q1 2025
Added 53.12%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
3,920
shares
|
$1.97 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.97 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
3,914
shares
|
$1.97 Million
0.22% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
3,912
shares
|
$1.97 Million
2.96% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,912
shares
|
$1.97 Million
0.34% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
3,911
shares
|
$1.97 Million
0.66% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
3,900
shares
|
$1.96 Million
1.14% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,898
shares
|
$1.96 Million
1.73% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Black Point Wealth Management
Naples, FL |
Apr 14, 2025 Q1 2025 |
3,896
shares
|
$1.96 Million
8.46% of portfolio
|
Q1 2025
Reduced 91.42%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
3,896
shares
|
$1.96 Million
0.8% of portfolio
|
Q1 2025
Added 104.73%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
3,894
shares
|
$1.96 Million
0.86% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
3,892
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2025
Added 35.37%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.96 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|